EPISODE · May 7, 2026 · 29 MIN
The Last 9 Weeks In Construction Tech: a16z, SoftBank And The Data Centre Boom
from Bricks And Bytes · host Bricks And Bytes
"Even if AI doesn't work, it's allowing us to reinvent construction."That's Alain Waha on why the data center build-out is the most important thing happening in our industry right now, even if you don't care about AI.Tune in to find out about:✅ What the Document Crunch, Speckle and A16Z deals actually signal✅ Why physical AI and world models matter for AEC, and when they don't✅ How composable robotics quietly solved the hardware problem✅ Why knowledge capital is the only durable bet your firm can makeWatch the full episode on YouTube and Spotify!#bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vcChapters00:00 Intro00:22 Introduction and Context of Change02:28 The Role of AI in Construction05:15 World Models and Physical AI07:44 Cybersecurity Concerns in AI09:54 Investment Trends in the Built World12:43 The Demand for Data Centers15:50 Robotics and Automation in Construction18:55 Knowledge Transfer and Capital23:56 Future Predictions and Closing Thoughts
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The Last 9 Weeks In Construction Tech: a16z, SoftBank And The Data Centre Boom
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